Stephen Westwood is a registered investment advisor at Pacific Spirit Investments LP, based in San Diego, CA, with 12 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $9.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.60% |
| $25.0M - $100.0M | 0.50% |
| $100.0M - $200.0M | 0.40% |
| $200M+ | 0.40% |
Fees are negotiable for accounts over $200,000,000. For the Macro strategy, a flat fee of 0.50% is charged.
Fee Estimator
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pacific Spirit Investments LP
Fsaq Capital Management LLC
Previous Registrations
Fsaq, LLC
Morgan Stanley
State Registrations1 state
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